EdgeMarket › What Ruane, Cunniff & Goldfarb L.P. reported owning
What Ruane, Cunniff & Goldfarb L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.0BPositions
50Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 608.9M | 10.1% | 2.1M | 344.82 | +73.0% |
| FWONK Liberty Media Corp | 455.5M | 7.6% | 5.4M | 104.94 | +3.2% |
| SCHW SCHWAB CHARLES CORP | 443.1M | 7.4% | 4.7M | 112.30 | +17.6% |
| ICE Intercontinental Exchange, Inc. | 415.1M | 6.9% | 2.6M | 161.25 | -11.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 408.4M | 6.8% | 1.2M | 418.95 | +83.3% |
| ELV Elevance Health, Inc. | 406.3M | 6.7% | 1.4M | 400.54 | +29.2% |
| COF CAPITAL ONE FINANCIAL CORP | 368.1M | 6.1% | 2.0M | 217.91 | +1.5% |
| SUNB Sunbelt Rentals Holdings, Inc. | 357.2M | 5.9% | 5.5M | 76.88 | — |
| MSA MSA Safety Inc | 291.2M | 4.8% | 1.8M | 189.43 | +11.1% |
| ZTS Zoetis Inc. | 286.7M | 4.8% | 2.4M | 77.73 | -50.4% |
| GOOG Alphabet Inc. | 272.6M | 4.5% | 950.4K | 341.75 | +70.7% |
| ALGN ALIGN TECHNOLOGY INC | 206.8M | 3.4% | 1.2M | 162.55 | +13.2% |
| UNH UNITEDHEALTH GROUP INC | 197.1M | 3.3% | 728.4K | 390.11 | +30.1% |
| ACN Accenture plc | 184.1M | 3.1% | 928.2K | 185.28 | -27.4% |
| ICLR ICON PLC | 180.9M | 3.0% | 1.6M | 172.23 | -4.4% |
| TECH BIO-TECHNE Corp | 177.3M | 2.9% | 3.4M | 72.32 | +33.1% |
| unmapped CUSIP 084670702 | 148.7M | 2.5% | 310.4K | — | — |
| SAP SAP SE | 128.4M | 2.1% | 749.9K | 218.68 | -19.8% |
| META Meta Platforms, Inc. | 115.1M | 1.9% | 201.1K | 549.90 | -26.5% |
| unmapped CUSIP 084670108 | 79.0M | 1.3% | 110 | — | — |
| CACC CREDIT ACCEPTANCE CORP | 61.9M | 1.0% | 146.2K | 601.05 | +24.8% |
| LBRDK Liberty Broadband Corp | 58.5M | 1.0% | 1.2M | 36.02 | -41.3% |
| FWONA Liberty Media Corp | 56.5M | 0.9% | 723.8K | 96.52 | +6.5% |
| AMTM Amentum Holdings, Inc. | 42.3M | 0.7% | 1.6M | 21.49 | -11.0% |
| CHTR CHARTER COMMUNICATIONS, INC. /MO/ | 32.9M | 0.5% | 152.6K | 150.17 | -43.7% |
| GLIBK Liberty Capital Corp/NV | 18.9M | 0.3% | 506.7K | 25.53 | -29.4% |
| LBRDA Liberty Broadband Corp | 11.2M | 0.2% | 223.8K | 35.99 | -41.0% |
| GLIBA Liberty Capital Corp/NV | 4.7M | 0.1% | 127.5K | 25.99 | -28.9% |
| EQH Equitable Holdings, Inc. | 1.5M | 0.0% | 40.5K | 48.90 | -6.1% |
| GPI GROUP 1 AUTOMOTIVE INC | 1.3M | 0.0% | 4.0K | 261.85 | -41.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 881.6K | 0.0% | 2.7K | 378.24 | +20.5% |
| J JACOBS SOLUTIONS INC. | 800.3K | 0.0% | 6.3K | 150.08 | +2.4% |
| NFLX NETFLIX INC | 778.0K | 0.0% | 8.1K | 79.59 | -34.4% |
| LAD LITHIA MOTORS INC | 746.2K | 0.0% | 3.0K | 370.73 | +20.9% |
| MU MICRON TECHNOLOGY INC | 730.4K | 0.0% | 2.2K | 966.78 | +724.8% |
| GMED GLOBUS MEDICAL INC | 517.6K | 0.0% | 6.0K | 86.91 | +43.1% |
| VXUS Vanguard Total International Stock ETF | 455.9K | 0.0% | 5.9K | 87.71 | +22.7% |
| KSPI Joint Stock Co Kaspi.kz | 302.4K | 0.0% | 4.1K | 105.55 | +16.9% |
| CPA Copa Holdings, S.A. | 290.3K | 0.0% | 2.6K | 129.95 | +13.5% |
| AXP AMERICAN EXPRESS CO | 281.9K | 0.0% | 932 | 336.00 | +8.9% |
| MSFT MICROSOFT CORP | 272.8K | 0.0% | 737 | 483.24 | -4.4% |
| DG DOLLAR GENERAL CORP | 259.8K | 0.0% | 2.2K | 123.41 | +7.5% |
| AAPL Apple Inc. | 243.9K | 0.0% | 961 | 309.35 | +36.9% |
| FERG Ferguson Enterprises Inc. /DE/ | 233.3K | 0.0% | 1.0K | 242.24 | +5.1% |
| SBGI Sinclair, Inc. | 232.4K | 0.0% | 18.0K | 14.41 | +4.9% |
| SPGI S&P Global Inc. | 225.9K | 0.0% | 531 | 431.29 | -22.6% |
| SDHC Smith Douglas Homes Corp. | 185.5K | 0.0% | 14.5K | 12.41 | -37.4% |
| STLA Stellantis N.V. | 177.8K | 0.0% | 25.1K | 5.41 | -44.6% |
| ATAI AtaiBeckley Inc. | 149.1K | 0.0% | 42.1K | 7.38 | +85.9% |
| RMNI Rimini Street, Inc. | 115.7K | 0.0% | 35.3K | 5.25 | +27.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →